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Case Notes (Coming Soon)

Keep important information and memos organized within each case.

Adding Notes​

  1. Open the case
  2. Navigate to the Notes tab
  3. Click Add Note
  4. Enter your note content
  5. Click Save

Planned Features​

  • Rich text editing - Format your notes with headings, lists, and bold/italic text
  • Timestamps - Notes will be automatically dated
  • Searchable content - Find notes across all your cases